UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139
Global Research and Evidence Lab 1Q24 investor positioning update - foreign funds less underweight but still at extreme levels
报告摘要
Global Research and Evidence Lab 1Q24 investor positioning update - foreign funds less underweight but still at extreme levels
报告信息
- 文件全名
- 《UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139.pdf》
- 适合读者
- 核心数据
- relative to benchmark has improved from -2.6% in 4Q23 to -2.3% but still more
- underweight vs the -2.1% level in 3Q22. Looking at the top 40 global investors
- c.25% of active funds have no Chinese holdings in their portfolio
- in HK declined to 15% of turnover, cooled off from the recent peak of c.20% seen in
- 核心议题
常见问题
《UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139》主要包含哪些内容?
Global Research and Evidence Lab 1Q24 investor positioning update - foreign funds less underweight but still at extreme levels核心数据:relative to benchmark has improved from -2.6% in 4Q23 to -2.3% but still more;underweight vs the -2.1% level in 3Q22. Looking at the top 40 global investors;c.25% of active funds have no Chinese holdings in their portfolio。
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覆盖 2024 年,全文约 14。
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